Claude + Microsoft 365 – 8/31/2026
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Description
Why Should You Attend
AI is already transforming the workplace, helping professionals work faster, write better, and analyze information more efficiently. This session shows how Claude can enhance your Microsoft 365 workflow by improving productivity across Word, Excel, Outlook, Teams, and other everyday business tools.
Participants will learn practical ways to use Claude for drafting emails, summarizing reports, analyzing data, creating content, and improving daily workflows without requiring technical expertise. This session provides a clear, hands-on approach to using AI to become more efficient, productive, and competitive in today’s workplace.
Description of the Topic
This session is designed for professionals who use Microsoft 365 daily and want to enhance productivity using Claude, Anthropic’s advanced AI assistant. Participants will learn how Claude can support everyday business tasks across Word, Excel, Outlook, PowerPoint, and Teams by improving writing, summarizing information, analyzing data, creating presentations, and streamlining communication workflows.
The session includes practical, hands-on examples showing how Claude can help draft documents, generate formulas, summarize emails and meetings, create presentation content, and improve business communication. Participants will also learn effective prompting techniques, understand the differences between Claude and other AI tools, and explore best practices for privacy, security, and responsible AI use in professional environments.
Areas Covered in the Session
• Introduction to Claude AI and how it compares to and complements Microsoft 365 Copilot
• Setting up and accessing Claude alongside your Microsoft 365 workflow for maximum productivity
• Using Claude to draft, refine, and improve documents, emails, and reports created in Word and Outlook
• Leveraging Claude for deep research, analysis, and summarization to support Excel and PowerPoint work
• Combining Claude’s advanced reasoning with Microsoft Teams communication workflows
• Using Claude to generate formulas, analyze data outputs, and explain Excel results in plain language
• Building better PowerPoint presentations by using Claude to develop content, talking points, and structure
• Practical prompting techniques: how to get the best results from Claude for business tasks
• Privacy, security, and data considerations when using Claude alongside Microsoft 365
• Real-world use cases and live demonstrations of Claude integrated into a Microsoft 365 workday
Who Will Benefit
- Business owners
- CEO’s / CFO’s / CTO’s
- Managers of all levels
- Anybody who uses Microsoft 365 on a regular basis and wants to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Office workers
- HR Professionals
- Business Professionals





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